Chart of the week

Showing 13–18 insights out of 88 results
Jul 19, 2024
By Research
2 minute read
Chart of the week

Cash left behind amid rapid market rotation?

Money market fund AUM is rising, even as yields decline, setting up an environment where investors could be subject to significant opportunity cost.

Line chart showing money market funds assets under management growing steadily since January 2023, from $4.9 trillion to just over $6.1 trillion as of July 2024. While investors have been plowing money into cash, Treasury yields have stepped down -55 basis points since mid-April. Declining inflation readings suggest cash could also become less attractive.
Jul 12, 2024
By Research
2 minute read
Chart of the week

U.S. middle market optimism outshines the world

This week’s chart examines the case for U.S. middle market firms, which expect a notably brighter future than their international peers.

Column chart showing the percentage of middle market firms by country that expect to generate higher profit growth over the next 12 months. U.S. middle market firms lead the way, with 70% of companies expecting higher profits compared a global average of 59%. Just 45% of firms in the European Union expect higher profits over the next 12 months compared to 56% of Asian Pacific firms, 58% of firms in the EMEA region and 63% of Latin American firms.
Jun 7, 2024
By Research
2 minute read
Chart of the week

Diversification is key as the Mag 7 overshadows market

The Magnificent 7 tech stocks increasingly dictate the risk and return profile of the S&P 500, emphasizing the importance of diversification.

Line chart shows the steadily rising contribution of the Magnificent 7 to the monthly volatility of the S&P 500 as these stocks (Microsoft, Apple, Amazon, META, Invidia, Tesla and Google) represent 32% of the Index. Investing in the S&P 500 increasingly implies a bet on their performance.
May 31, 2024
By Research
2 minute read
Chart of the week

Negative equity risk premium highlights investor complacency

The current negative equity risk premium suggests markets may not be sufficiently compensating investors for today’s market and economic risks.

Line chart shows equity risk premium, a common way for analysts to decipher the level of excess return investors demand to assume equity market risk. It turned negative in 2H 2023, which may highlight a level of investor complacency as markets have rallied this year.
Apr 12, 2024
By Research
2 minute read
Chart of the week

Middle market companies tripled growth of large cap peers

Middle market private equity sponsors have historically provided outsized value compared to their large cap peers.

Column chart showing middle market private equity investments driving 2.9x the revenue and 2.7x the EBITDA growth over large cap companies.
Mar 8, 2024
By Research
3 minute read
Chart of the week

With investor sentiment stretched, time to diversify?

This week’s chart looks at the spread between bullish and bearish investors, which has widened significantly in the past several months.

Line chart showing the spread between bullish and bearish investors is stretched near its high of the past five years.
Showing 13–18 insights out of 88 results

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